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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
726
Essex Financial Services
Connecticut
$386K -$12.6K -38 -3%
BCWM
727
Bartlett & Co Wealth Management
Ohio
$385K – – –
CIA
728
Concurrent Investment Advisors
Florida
$384K -$1.27M -3,823 -75%
VFA
729
Valeo Financial Advisors
Indiana
$381K +$90.6K +273 +27%
CI
730
CX Institutional
Indiana
$379K +$158K +476 +60%
BCM
731
Brookstone Capital Management
Illinois
$378K -$51.1K -154 -11%
M
732
MOTCO
Texas
$377K – – –
MAM
733
Meeder Asset Management
Ohio
$376K +$388K +1,170 +1,360%
BDFN
734
Bond & Devick Financial Network
Minnesota
$371K – – –
AHC
735
Adell Harriman & Carpenter
Texas
$368K – – –
PPWP
736
Premier Path Wealth Partners
New Jersey
$366K +$13.3K +40 +3%
ATC
737
Argent Trust Co
Tennessee
$358K – – –
OA
738
Oxbow Advisors
Texas
$358K -$664 -2 -0.2%
PCA
739
Pallas Capital Advisors
Massachusetts
$356K -$71.3K -215 -15%
SIA
740
Sovereign Investment Advisors
Arizona
$355K +$394K +1,187 New
NP
741
Nilsine Partners
Colorado
$355K +$1.33K +4 +0.3%
CSP
742
Cary Street Partners
Virginia
$350K +$389K +1,171 New
RA
743
Rise Advisors
New York
$349K -$36.5K -110 -9%
JIC
744
Johnson Investment Counsel
Ohio
$348K -$43.1K -130 -10%
PFA
745
Pure Financial Advisors
California
$347K -$3.65K -11 -0.9%
BIG
746
Brooklyn Investment Group
New York
$345K +$12.6K +38 +3%
FMLI
747
Fukoku Mutual Life Insurance
Japan
$344K +$83.3K +251 +28%
CIS
748
Connors Investor Services
Pennsylvania
$343K -$1.66K -5 -0.4%
IWM
749
IHT Wealth Management
Illinois
$341K -$40.8K -123 -10%
EI
750
Ellevest Inc
New York
$340K +$42.8K +129 +13%
28 29
30
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